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The Lifestyle We Want in Retirement

Retirement Answer Man

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Aligning Financial Decisions with Personal Values in Retirement Planning

The chapter emphasizes the significance of aligning financial decisions with personal values in retirement planning to lead a fulfilling life. It discusses setting goals in three categories: base great life expenses, discretionary wants, and aspirational wishes, ensuring they reflect one's values and desired lifestyle. The chapter also covers considerations for healthcare costs, property ownership, lifestyle preferences, big purchases, and future plans for travels and expenses in retirement.

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